Configuring Case Types

The user is presented with an easy wizard to create new cases in Case Manager. After selecting the plaintiff/client for whom this case is worked, the user can either choose the case type or make use of the default case type for this plaintiff/client. A privileged user will also be allowed to change the case type of an existing case by making use of the toolbar action on the relevant case.

Creating a Case Type

There are two ways to create a new Case Type. Firstly, in the Data Type Models section in the Configuration Tools, when selecting Case, you will see the Customization Types tab. This shows all the current case types, and allows you to create, delete, or edit the available case types. When creating a new case type, you need to specify the name of the case type and, optionally, a description. Once created, the new case type will be listed in the Models section nested underneath Case from where you may customize the data. The second way to create a case type is in the Case Type Mapping section of the Configuration Tools.

Case Type Mapping

The Case Type Mapping section in the Configuration Tools allows you to set a default case type for a plaintiff/client. This control shows two sections: a list of case types, and a list of associated plaintiffs/clients of the selected case type. You may make use of the check boxes in the plaintiff list to select plaintiffs to assign to a different case type; either by dragging the selected plaintiffs to the appropriate case type, or by making use of the edit button on the plaintiffs section. An associated case type of a plaintiff/client will be used when importing cases for that plaintiff/client where the case type is not explicitly specified. The wizard in the Case Manager application will also default to this case type when a new case is created for the plaintiff/client. The Case Type Mapping section also allows the user to create, edit, or delete case types - similar to the Customization Types tab in the Data Type Models.